Fund Managers Commodity Positioning // Cocoa’s Historic Run Continues…
Fund Manager Positioning In March fund managers added to their energy position but reduced overall commodities like grains, softs and metals on a...
286 Views
The Aftermath of El Nino Weather // China Re-Confirms 5% GDP Growth Target
China set a growth target of “around 5%” for 2024, according to the “Government Work Report” released Tuesday as part of the opening of the...
242 Views
Commodity Hedge Fund Positioning & Red Sea Update
CTA Positioning Update According to UBS’ biweekly CTA momentum study, CTAs bought oil and sold precious metals in size in February.
288 Views
Surging Soft Commodities
With a significant decline in West African output in the ongoing 2023/24 season, it is anticipated that the market will experience a substantial...
186 Views
Which Commodity Trades "Big Money" currently favors // USDA Outlook 24-25 Highlights
In his presentation Thursday morning at the Agricultural Outlook Forum USDA Chief Economist Seth Meyer said input prices are not falling with...
211 Views